SYSPRO to Katana Migration

Q: What happens to my AR and AP invoices when I move from SYSPRO to Katana?

Katana has no invoice object, so AR invoices and AP invoices cannot be migrated into it at all. Those records stay in SYSPRO or move into your connected accounting system (such as QuickBooks or Xero) through a separate accounting migration that ClonePartner does not perform. Plan which system holds your invoice history before cutover, because nothing in this migration carries it across.

Q: Do I need to set up Katana locations before ClonePartner loads my SYSPRO warehouse stock?

Yes. SYSPRO warehouse records map to Katana Locations, but Katana requires the location records to exist before stock quantities can be assigned to them. You must create the corresponding Locations in Katana ahead of the migration run; ClonePartner then loads inventory against those locations during the stock import. If the locations are missing, the stock import will fail or land without a location assignment.

Q: What should I do with open SYSPRO work orders before migration?

SYSPRO Work Orders map to Katana Manufacturing Orders, but the mapping is a workaround that requires open jobs to be closed in SYSPRO before cutover. Any work order left open at migration time cannot be reliably represented in Katana's Manufacturing Order model, and attempting to carry it across risks incomplete or inconsistent production data. Close or cancel all open jobs in SYSPRO during your pre-migration preparation window, then recreate any genuinely in-flight orders manually in Katana after go-live.

Q: Will my SYSPRO custom form field data come across to Katana?

SYSPRO stores custom form fields in separate plus tables—for example, customer extensions live in [ArCustomer+] rather than the main customer table. ClonePartner extracts these plus tables separately and maps them during scoping, but Katana's data model may not have a direct equivalent field for every custom attribute. Any custom data that has no target field in Katana will be identified in the pre-migration field mapping review, giving you the opportunity to decide how to handle it before the migration runs.

Q: How does ClonePartner access SYSPRO data, and does it matter whether I'm on SYSPRO on-premises or SYSPRO Cloud ERP?

We usually read SYSPRO directly from its SQL Server company database. That reaches every table, including the custom form plus tables such as [ArCustomer+]. Where direct SQL access is not possible, we use SYSPRO's read-only OData service, which SYSPRO describes as the only access mechanism in its Syspro Cloud ERP environment. Each SYSPRO company has its own database, so multi-company sites are extracted company by company, and we confirm the access route on the scoping call.

Q: How are SYSPRO contact records handled, and can I lose contact data silently during migration?

Katana holds contact details directly on the customer record rather than as standalone contact objects, so SYSPRO customer contacts are migrated as fields on the corresponding Katana customer rather than as separate entries. If a SYSPRO customer has multiple contacts, only the data that fits the Katana customer address model can be carried across; secondary contacts and any contact-level custom fields stored in SYSPRO plus tables do not have a native home in Katana and would otherwise be dropped without explicit planning. ClonePartner flags these one-to-many contact situations during field mapping so you can decide before the migration runs whether to consolidate, append to a notes field, or export the overflow contacts separately.

CUSTOM MIGRATION

Fully customizable engineer-led migration

Tailor your migration from SYSPRO to Katana exactly to your needs with our flexible customization options. Our experts will configure the perfect migration plan for your business.

Migration Filters

Data Types

MIGRATION TIMELINE

Your SYSPRO to Katana migration, step by step

See how long your migration will take from start to finish. Drag the slider to estimate based on your data volume.

How many records are you migrating?

<10K 50K 100K 250K 500K 1M 2M 5M 10M+

Checklist ~3 days

Sample 1 day

Review ~2 days

Full 2 days

Delta 1 day

Your team ClonePartner

Estimated total

~9 business days

Migration Checklist

1 day · ClonePartner ~2 days · Your team

We prepare the optimal data mapping as a shareable spreadsheet. Your team reviews, approves, and adds any customizations.

Sample Migration

1 day · ClonePartner

We run a test migration with a representative sample of your data to verify mapping accuracy and identify any potential issues before the full run.

Review & Approve

~2 days · Your team

Your team reviews the sample migration results, confirms data accuracy and mapping, and gives the go-ahead for the full migration.

Full Migration

2 days · ClonePartner

We execute the complete migration of all your data to your new Katana, with real-time progress tracking and comprehensive logging.

Delta Migration

1 day · ClonePartner

We capture and transfer any new data that was added or updated during the main migration to ensure no data is lost. This final sync keeps everything current.

Feature / Criteria	ClonePartner	Automated Tools	CSV Import	In-house migration
Custom Scripting for complex data	✓ Engineers build & maintain	✗ No	⚠ Manual	✓ Yes – but costly
Sandbox & Pilot Migrations	✓ Full sandbox + pilot plans	⚠ Limited	✗ No	⚠ Often Informal
Manual validation & reconciliation	✓ Automated + manual QA	✗ No	✓ Yes (Manual)	✓ Heavy manual effort
Backup & rollback plan	✓ Robust procedures	✗ No	✗ No	⚠ Often incomplete
Handles automation and integrations	✓ Full support	⚠ Partial	✗ No	⚠ Possible but fragmented
Post-migration engineer support	✓ Dedicated engineers	✗ No	✗ No	⚠ Limited close support
Adaptable to API changes	✓ Proactive adaptation	✗ No	⚠ Manual fixes	⚠ Slower response
Turnaround / close predictability	✓ Predictable close timelines	⚠ Fast but brittle	⚠ Slow and manual	⚠ Often slower
Data Security & Compliance	✓ High – enterprise grade	⚠ Medium (depends)	⚠ Low (manual)	⚠ Hidden gaps common
Pricing predictability	✓ Transparent & fixed	⚠ Low (per-job)	⚠ Low (manual hours)	⚠ High/variable OPEX
End-to-end project management	✓ Full E2E delivery & PM	✗ No	✗ No	⚠ Often partial
Business impact & opportunity cost	✓ No diversion of staff	✗ No	✗ No	⚠ Diverts engineering

What does an Engineer-led migration mean anyway?

Speed & Accuracy: Our Blended Method

We blend automation (smart scripts, bulk APIs) with human expertise for speed without risk. Our engineers manually check every mapping, validation, and exception.

You get:

Speed of automation for bulk record migration
Precision of engineers verifying integrity and business logic
Pilot migrations and sandbox testing to catch issues early
Real-time validation reports and rollback readiness

Result: 50x faster migrations than manual imports — with near-zero error rates.

Handling the Tricky Tech and API Details

The SYSPRO and Katana APIs each behave differently, which is where our engineers shine. We build custom logic to handle the data quirks where generic tools typically break.

We handcraft API logic for:

Field mapping and transformation
Pagination, rate-limit handling, and throttling
Preserving GL history, journal entries, and transaction records
Syncing custom fields, modules, and chart of accounts without breaking structure

Our scripts: Natively retry failed calls, re-queue large attachments, and ensure data parity.

No Guesswork

We don't just promise smooth migrations—we measure and prove them. Every client receives a Migration Validation Report with all metrics.

Typical results across projects:

100% record-count parity between your SYSPRO data and Katana
Zero downtime during staged cutovers
99.9% attachment integrity (verified via checksum)
Full automation and preservation of all business rules

Our standard: Includes full audit-trail and reconciliation preservation and 30 days of engineer-assigned support post go-live.

We Adapt to Your Setup (Not the Other Way Around)

No two teams configure SYSPRO or Katana exactly the same way—with unique modules and data. We customize every migration script to fit your exact workflow, modules, and chart of accounts.

Our engineers adapt for:

Custom fields, modules, and workflows
Multi-entity or multi-company setups
Historical imports and partial (date-based) migrations
Integration re-mapping for banking, payroll, or reporting tools

The promise: If your data doesn't fit a standard template, we build one just for you.

FAQ

Frequently Asked Questions

Everything you need to know about migrating from SYSPRO to Katana. Can't find what you're looking for? Talk to our team.

SYSPRO → Katana 6 Before you start 2 Data & mapping 2 Timeline & downtime 3 Security & access 1 Pricing 1 After go-live 5

Still have questions?

Book a free 30-minute consultation with our team.

Contact our team

SYSPRO → Katana

6 questions

What happens to my AR and AP invoices when I move from SYSPRO to Katana?

Katana has no invoice object, so AR invoices and AP invoices cannot be migrated into it at all. Those records stay in SYSPRO or move into your connected accounting system (such as QuickBooks or Xero) through a separate accounting migration that ClonePartner does not perform. Plan which system holds your invoice history before cutover, because nothing in this migration carries it across.

Do I need to set up Katana locations before ClonePartner loads my SYSPRO warehouse stock?

Yes. SYSPRO warehouse records map to Katana Locations, but Katana requires the location records to exist before stock quantities can be assigned to them. You must create the corresponding Locations in Katana ahead of the migration run; ClonePartner then loads inventory against those locations during the stock import. If the locations are missing, the stock import will fail or land without a location assignment.

What should I do with open SYSPRO work orders before migration?

SYSPRO Work Orders map to Katana Manufacturing Orders, but the mapping is a workaround that requires open jobs to be closed in SYSPRO before cutover. Any work order left open at migration time cannot be reliably represented in Katana's Manufacturing Order model, and attempting to carry it across risks incomplete or inconsistent production data. Close or cancel all open jobs in SYSPRO during your pre-migration preparation window, then recreate any genuinely in-flight orders manually in Katana after go-live.

Will my SYSPRO custom form field data come across to Katana?

SYSPRO stores custom form fields in separate plus tables—for example, customer extensions live in [ArCustomer+] rather than the main customer table. ClonePartner extracts these plus tables separately and maps them during scoping, but Katana's data model may not have a direct equivalent field for every custom attribute. Any custom data that has no target field in Katana will be identified in the pre-migration field mapping review, giving you the opportunity to decide how to handle it before the migration runs.

How does ClonePartner access SYSPRO data, and does it matter whether I'm on SYSPRO on-premises or SYSPRO Cloud ERP?

We usually read SYSPRO directly from its SQL Server company database. That reaches every table, including the custom form plus tables such as [ArCustomer+]. Where direct SQL access is not possible, we use SYSPRO's read-only OData service, which SYSPRO describes as the only access mechanism in its Syspro Cloud ERP environment. Each SYSPRO company has its own database, so multi-company sites are extracted company by company, and we confirm the access route on the scoping call.

How are SYSPRO contact records handled, and can I lose contact data silently during migration?

Katana holds contact details directly on the customer record rather than as standalone contact objects, so SYSPRO customer contacts are migrated as fields on the corresponding Katana customer rather than as separate entries. If a SYSPRO customer has multiple contacts, only the data that fits the Katana customer address model can be carried across; secondary contacts and any contact-level custom fields stored in SYSPRO plus tables do not have a native home in Katana and would otherwise be dropped without explicit planning. ClonePartner flags these one-to-many contact situations during field mapping so you can decide before the migration runs whether to consolidate, append to a notes field, or export the overflow contacts separately.

Before you start

2 questions

Do I need professional help for this migration?

While simple migrations can sometimes be handled in-house, professional help ensures zero data loss, proper field mapping, and preservation of relationships between records. Our engineer-led approach catches edge cases that automated tools miss.

Does ClonePartner provide guidance before committing?

Yes. We provide a free consultation and assessment. We'll review your data structure, discuss your requirements, and provide a detailed migration plan and fixed-price quote before you commit to anything.

Data & mapping

2 questions

Will original document numbers, created dates and user references be preserved?

Yes — we carry them across. Where Katana cannot store one of them natively, it is kept in a custom field or reference on the migrated record, so every record can be traced back to SYSPRO.

If the new system can't natively support an old record type, what are my options?

We handle it case by case: map it to the closest native object, create a custom field or object, fold it into the parent record as text or an internal note, attach it as a file, or keep it in a read-only archive. You see how your chosen approach looks in a sample migration before we run the full set.

Timeline & downtime

3 questions

How long does the SYSPRO to Katana migration take?

Most migrations complete within 1–5 business days, depending on data volume and complexity. We provide a detailed timeline after the initial assessment and can often complete small migrations in under 24 hours.

Will my team lose access to SYSPRO during the migration?

No. SYSPRO stays fully operational while we run the bulk load in the background. The only pause is a short freeze before go-live, so the final delta of changed records can be applied and reconciled.

Will there be downtime when migrating from SYSPRO to Katana?

Very little. The bulk load runs in the days before go-live while SYSPRO stays live. We go live on a Monday, never a Friday: SYSPRO freezes before the working day starts, and the final delta covers changed records only, which typically takes about 30 minutes.

Security & access

1 question

Can we whitelist a single IP instead of opening our network to your migration tool?

Yes — all migration traffic runs through a centralized system using one fixed IP, which your IT team can whitelist instead of opening broader network access.

Pricing

1 question

Is migration pricing a flat fee, or does it scale with data volume?

It's a flat fee based on the scope estimate you give us — small variances in actual volume (a bit more or less) don't change the price.

After go-live

5 questions

How do I validate that everything migrated correctly?

Every client receives a Migration Validation Report with comprehensive metrics including record-count parity, attachment integrity verification via checksum, and full audit logs. We also offer unlimited sample migrations so you can verify before committing.

What support do you provide after the migration goes live?

At ClonePartner, we consider ourselves your partners in this journey. We take full accountability for your migration's success. Once your migration goes live, we provide 30 days of comprehensive post-migration support. During this period, we will assist with everything needed to ensure your transition is a complete success.

Will we get a migration report and a mapping sheet linking old record IDs to new ones?

Yes. We provide a comprehensive migration report along with an ID-mapping sheet that links each SYSPRO record — customers, suppliers, items, orders and invoices — to its new ID in Katana. This ensures full traceability and simplifies post-migration verification.

After migration, do I contact ClonePartner or the platform's own support if something looks wrong?

ClonePartner is the contact for anything about the migrated data itself. Platform-level behavior — posting setup, approval workflows, and similar configuration — is handled by Katana's own support or your implementation partner.

Will we get a report showing exactly what migrated versus what didn't?

Yes. You get a final reconciliation report comparing source and target counts for every object.

Migrate from SYSPRO to Katana with precision & ease

Intelligent Human-Verified Data Mapping

Real migration stories

Fully customizable engineer-led migration

Your timeline. Our engineers.

Your SYSPRO to Katana migration, step by step

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